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PWA Blog
Keep up to date on topics that impact your life and your world.
Divorce Myths That Keep Women Stuck
The most common lies women tell themselves during divorce are the ones that sound the most believable. These quiet myths keep women stuck (financially, emotionally, and legally) at the very moment they most need to rise.
Social Security Strategies That Could Help Boost Your Retirement Income
Social Security is more than just a monthly check—it’s a lifetime asset. Be more confident in retirement by approaching it thoughtfully.
The Truth About Divorce No One Tells You
There’s a moment in almost every divorce when the world seems to tilt on its axis. It’s not always the moment the papers are signed or the assets divided. More often, it’s the moment when the life you’ve known – the one you built, held together, and sacrificed for – suddenly no longer exists in the way it once did.
PWA Videos
Stay in the know about the issues that matter most to you.
After the Split: Updating Wills, Trusts, and Estate Plans
Divorce can reshape more than just your daily life—it may also impact your long-term plans. It’s a good idea to review your will, trusts, and
Dividing Retirement Accounts: What a QDRO Really Means
When it comes to divorce, few things cause more confusion than splitting up retirement accounts. Enter the Qualified Domestic Relations Order, or QDRO — a
Equity, Valuation, and Buyouts: Real Estate as an Illiquid Divorce Asset
Dividing real estate during a divorce can be one of the most challenging parts of the process. Unlike cash or investments, a home is an
Our Holistic Approach to Wealth
Many people equate financial planning with investing. Though the two go together, the practice of investing reflects only a small segment of you and your long-term financial situation.
Similarly, we view financial wealth as just one segment of your total wealth which includes your natural, cultural, spiritual, and financial capital. Our goal is to help you to discover a greater purpose for your financial wealth as it relates to your total wealth, and then to translate that purpose into a financial plan.
Planning for financial health and well-being is a constantly evolving task. To accommodate the ever changing nature of ourselves and our world, our personalized plans are built to adapt and pivot as life unfolds.
As financial professionals, our partnership with Raymond James, one of the largest broker-dealers in the country, allows us access to some of the most robust, up-to-date research in the industry. And our constantly evolving commitment to our clients frankly never ends.
